Watershed Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
2,665
-265
| -9% | -$32.1K | 0.12% | 84 |
|
|
2025
Q1 | $327K | Buy |
+2,930
| New | +$327K | 0.13% | 89 |
|
|
2024
Q4 | – | Sell |
-1,989
| Closed | -$229K | – | 117 |
|
|
2024
Q3 | $229K | Hold |
1,989
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $212K | Sell |
1,989
-187
| -9% | -$19.9K | 0.09% | 108 |
|
|
2024
Q1 | $210K | Sell |
2,176
-235
| -10% | -$22.7K | 0.09% | 120 |
|
|
2023
Q4 | $243K | Buy |
+2,411
| New | +$243K | 0.13% | 94 |
|